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Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Thomas-Rosendahl

    Thomas Rosendahl

    Senior Vice President–Wealth Management

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    Thomas G. Rosendahl brings over 30 years experience as a First Vice President with UBS Financial Services. Tom is a Senior Portfolio Manager who manages personalized investment portfolios, with a specific focus on a select group of families and high net worth individuals.  He brings a wealth of knowledge concerning the financial needs of his clients, including wealth preservation, retirement planning strategies and investment strategies that mitigate market risk while seeking competitive rates of return.

    Upon the deaths of his long-time partner, Roger Cowart, and shortly after, his wife, Kathryn, Tom became acutely aware of the importance of providing long-term investment continuity for all his clients. Sharing a vision, backed by integrity and expertise, Tom, together with Kevin Greene and David Jackson, formed TruPoint Wealth Management in 2013.  As Senior Partner, Tom, sought to expand the scope of their investment platform to include fundamental and technical market analysis, and effective wealth management and planning strategies. One year after the formation of TruPoint, Scott Nelson joined the business, to enhance fixed income and fundamental analysis capabilities.

    Tom’s passion for the investment business was influenced by his father, who had a distinguished banking career. Later, Tom attended Oregon State University on an athletic scholarship, where he studied Business Administration with a focus on economics, marketing and accounting. After graduation, Tom worked with a leading global manufacturing company as a senior manager.  In 1983, Tom joined Paine Webber, acquired by UBS in 2001, where he has built a successful finance and investment business, and achieved professional recognition.

    Believing that he has a responsibility to “give back to the community”, Tom is involved in a number of non-profit organizations, with a focus on child services and healthcare. Tom supports the Providence Cancer Center and the Legacy Hopewell House and Friends of the Children, among others.

    Tom is blessed to have strong family relationships and friendships throughout the country, and most importantly, a long-term marriage to his wife Kathryn, before her sudden death due to cancer. Tom enjoys his time with his five children, and three grandchildren.  Tom spends his leisure time playing golf, boating, and world travel.

      • Oregon State University, Business Administration
      • Senior Portfolio Manager
      5300 SW Meadows Road
      Suite 300
      Lake Oswego, OR 97035
    • Scott-Nelson

      Scott Nelson

      Senior Vice President–Wealth Management

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      Scott has been an investment advisor for over 30 years. Scott’s investment philosophy is his belief that every portfolio should be anchored with some fixed income investments to balance the portfolio and to help manage risk. As a Senior Portfolio Manager, Scott recognizes that there are relative value differences in the bond market, and that these can be used to enhance value and return, while minimizing risk.

      Scott evaluates the fixed income markets daily to identify investments that offer attractive yields and high credit worthiness to preserve capital. During his analysis he studies liquidity, credit quality, historic performance, the purpose of the bond offering, the term of the bond and comparative returns. This analysis allows Scott to identify specific issues for placement in client portfolios. Additionally, Scott provides analysis on equities where he identifies companies with strong attributes that increase the probability of a successful investment outcome. He seeks ownership in companies that possess strong revenue growth, high cash flow, low debt, attractive internal returns, and, preferably, an attractive dividend yield with a history of increasing the dividend. Scott is also a registered and accredited Wealth Advisor with UBS Financial Services.

      At an early age, Scott gained valuable business insight while becoming a partner in a family business. To this day, Scott utilizes these business ethics and principles that have proven valuable throughout his career. Prior to his involvement in the business, Scott attended Vennard College, where he earned his degree in Biblical Studies and Humanities. While there, he was a basketball standout who won league and tournament honors as a point guard. Upon graduation, Scott worked as an investment advisor for 1st Federal Savings and Loan in Portland before he joined Transamerica. He started with Piper Jaffray in 1985 to pursue his career as a Senior Investment Advisor and remained with the firm until it was acquired by UBS Financial Services in 2006.

       In 2015, while looking for the synergies of a larger group and additional administrative support, Scott joined TruPoint Wealth Management. This provided him a better opportunity to focus on fixed income portfolio management, while providing clients a more comprehensive investment approach, professional support and a depth of service capabilities to meet the complexities and growing needs of clients, including bond and equity investments, wealth planning, insurance, banking and risk management. 

      Scott has been happily married to Laurie for 28 years. They have twin children- a boy, Isaac, and a girl, Laural. Scott enjoys time with his family, watching Isaac pursue his interest in basketball, being involved with Laural's painting aspirations and supporting his church.

        • Vennard College, Biblical Studies and Humanities
        • Senior Portfolio Manager
        • Wealth Advisor
        5300 SW Meadows Road
        Suite 300
        Lake Oswego, OR 97035
      • Kevin-Greene

        Kevin Greene

        Vice President–Wealth Management

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        Kevin Greene is a Portfolio Manager with over 27 years of experience in the financial services industry. Kevin manages investment portfolios that are personalized to meet specific needs of individuals, families and high net-worth investors. He is also directly involved with wealth planning services, retirement planning and risk management strategies. Kevin uses a blend of fundamental and technical analysis to construct portfolios with various styles and attributes to offer the best opportunity for capital appreciation and income. Kevin believes that the selection of sound companies with market leadership and accelerating earnings provide the foundation of a strong portfolio. Through his focus on technical analysis, he seeks to maximize returns while moderating risk. He believes this approach produces attractive returns and helps navigate the effects of market volatility over time.

        Kevin served four years of active duty in the Air Force and still serves in the Air Force National Guard. After his active military service, Kevin obtained his Business and Finance degree at the University of Phoenix and then started his career at U.S. Bancorp as an investment executive. In 1998, Kevin was promoted to Branch Manager of the Portland operation, where he was responsible for all aspects of the business, including growth, profitability, operations and administration. During that time Piper Jaffray acquired the investment division of U.S. Bancorp. In 2000, while at Piper Jaffray, Kevin became the Regional Sales Manager and was responsible for most of the Pacific Northwest region. In 2004, he became the Assistant Branch Manager for the Portland branch of Piper Jaffray and eventually became the Assistant Branch Manager in Lake Oswego as well. After UBS Financial Services acquired Piper Jaffray in 2006, Kevin decided to pursue his career ambition as an investment advisor and formed a partnership with David Jackson. In an effort to deepen capabilities in serving clients, Kevin and David then developed a business relationship with Tom Rosendahl to form TruPoint Wealth Management.

        Kevin has been married to Terri for over 30 years and they have three daughters. After dealing with the active pace of the markets and managing portfolios, Kevin finds pleasure and satisfaction in the serenity and hard work that country life offers. He also enjoys outdoor activities such as hiking, hunting, camping and backpacking.

          • University of Phoenix, Business and Finance
          • Portfolio Manager
          5300 SW Meadows Road
          Suite 300
          Lake Oswego, OR 97035
        • David-Jackson

          David Jackson

          Vice President–Wealth Management

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          David Jackson has been in the investment business for over 25 years. As an investment advisor and a registered and accredited Wealth Advisor with UBS Financial Services, David brings particular strength to the wealth planning process. David believes that managing risk is the first responsibility of a fiduciary. He also believes that the wealth advisory process is the foundation of a successful investment outcome. David believes investment advisors must know the personalities, needs and goals of their clients and must tailor the investment portfolio to meet them. As a UBS Wealth Advisor and insurance specialist, David brings expertise to portfolio and estate protection, credit and banking matters and long-term healthcare needs. David also places value on a socially responsible approach to investing.

          David grew up in the Seattle area where his father is a prominent bankruptcy attorney and his mother was a college professor. David attended Lewis and Clark College in Portland, where he studied history. During his senior year, David participated in a special program to research the history of the Multnomah Athletic Club in Portland for its centennial anniversary.

          David began his career in 1993 when he accepted a position as an investment executive with U.S. Bancorp and supervised investment executives throughout the Pacific Northwest. David then became an investment professional at Prudential Securities in Portland for five years before accepting a position with Piper Jaffray as a regional supervisor in 2004. He was responsible for the Pacific Northwest region and Northern California until Piper Jaffray was acquired by UBS Financial Services in 2006. David then decided to pursue his true passion as an investment advisor and formed a partnership with Kevin Greene. In an effort the deepen capabilities in serving clients, David and Kevin then developed a business relationship with Tom Rosendahl to form TruPoint Wealth Management.

          David has been married to Noël for over 25 years. Their son is a senior at Universtiy of Puget Sound and they have a daughter that just started college at Chapman University. David is an experienced sailor and has extensively navigated the waters in the Pacific Northwest and has also enjoyed exploring The British Virgin Islands.  He is fearless on downhill slopes as a snow skier and during the warmer seasons has a passion for mountain biking. He is committed to exercise and training, where he focuses on power lifting and CrossFit.

            • Lewis and Clark College
            • Senior Portfolio Manager
            • Wealth Advisor
            5300 SW Meadows Road
            Suite 300
            Lake Oswego, OR 97035
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            Ann Marie McRiley

            Senior Client Associate

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            Ann Marie McRiley is a Senior Registered Client Service Associate, and has worked as a professional in the financial services industry for over 26 years.  She began her professional career in 1991 as an institutional Research Assistant with Seidler Amdec Securities, a small boutique investment firm in Southern California.  As her career progressed, Ann Marie worked at Morgan Stanley, where she became a Financial Advisor and then worked in the same capacity at JP Morgan Chase. Ann Marie has advanced her knowledge of the financial services industry through involved training programs focused on wealth management and operations management in both New York and New Jersey, while at Morgan Stanley and UBS.  Ann Marie holds many professional licenses including, the Series 3, 31, 7, 9/10, 63, 65 and Insurance.

            Realizing that she enjoyed the administrative aspects of client relationships, she entered that role and has earned the position of Senior Registered Client Service Associate. While at UBS, Ann Marie became an Assistant Operations Manager for the Portland Regional Complex, which included all UBS offices in Oregon and seven other states. She was responsible to manage a wide array of functions, including account activity, compliance matters and the administrative oversight relating to client service  Ann Marie joined the TruPoint Wealth Management in 2016. She provides the invaluable role of assisting clients with their operational and service needs to assure they are completed in a timely priority by working with the Partners and UBS operational staff.

            Ann Marie was born in South Korea and grew up in the Pacific Northwest.  Upon graduating from high school, she pursued religious studies at Rhema Bible Training School in Oklahoma.  Ann Marie is married, and has two adult sons. In her free time, she enjoys gardening and ballroom dancing.

                  6120 South Yale Avenue
                  Suite 1800
                  Tulsa, OK 74136
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                  Cassandra Nosler

                  Client Associate

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                  Before joining TruPoint Wealth Management, Cassy worked part-time at a financial services firm where she helped create innovation solutions to more efficiently serve clients. Seeking to expand her knowledge of the financial services industry, she obtained her Series 63 and 65 licenses and accepted a full-time position as a Client Service Associate with UBS in August 2018.

                  Born and raised in the former Panama Canal Zone, Cassy holds a Bachelor of Arts degree in psychology from Yale University, and a Master of International Management in marketing from the American Graduate School of International Management (now Thunderbird School of Global Management.) She has worked for Gillette in Panama, Rogers Cablesystems in Texas, and Pacificorp in Oregon. After the birth of her first child, Cassy chose to be a stay-at-home mom. In time, she became an active parent volunteer at school, as well as a part-time instructional assistant for the Tigard-Tualatin School District. She volunteers regularly at Union Gospel Mission and her church. In addition to reading, traveling and tutoring beginning learners of English and Spanish, Cassy enjoys taking time with her husband to explore Oregon wine country and root for the Ducks at University of Oregon football games.

                    • Yale University, Psychology
                    • American Graduate School of International Management, Master of International Management in Marketing
                      5300 SW Meadows Road
                      Suite 300
                      Lake Oswego, OR 97035

                    The Year Ahead - Sustainable Investing

                    Retirement planning

                    Retirement planning

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                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

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